Institutional Ownership Dimensional ETF Tr Us Marketwi (DFUV)
This table provides information about the institutional ownership of Dimensional ETF Tr Us Marketwi (DFUV). We have compiled data on the 730 institutions that hold shares in the stock, with a total of 274 Million shares, which have been reported (via 13F filing form) to have a value of $11.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Physician Wealth Solutions Inc.
North Las Vegas, NV |
May 06, 2025 Q1 2025 |
8,307
shares
|
$340,420
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Warburton Capital Management, LLC
Tulsa, OK |
May 09, 2025 Q1 2025 |
8,264
shares
|
$338,658
0.25% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
8,232
shares
|
$337,347
0.0% of portfolio
|
Q2 2024
Added 117.43%
|
|
|
Montz Harcus Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
7,947
shares
|
$325,668
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
7,701
shares
|
$315,586
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
7,663
shares
|
$314,029
0.17% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
7,653
shares
|
$313,619
0.07% of portfolio
|
Q1 2023
Added 0.46%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
7,638
shares
|
$313,005
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
7,491
shares
|
$306,981
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
7,480
shares
|
$306,530
0.05% of portfolio
|
Q1 2024
Reduced 8.06%
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
7,406
shares
|
$303,497
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
7,348
shares
|
$301,121
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Apr 21, 2025 Q1 2025 |
7,327
shares
|
$300,260
0.42% of portfolio
|
Q1 2025
Reduced 99.26%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
7,299
shares
|
$299,113
0.01% of portfolio
|
Q4 2024
Added 33.46%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
7,229
shares
|
$296,244
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
7,219
shares
|
$295,834
0.01% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Grandfield & Dodd, LLC
|
May 02, 2025 Q1 2025 |
7,208
shares
|
$295,383
0.02% of portfolio
|
Q2 2024
Reduced 16.51%
|
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 02, 2025 Q1 2025 |
7,193
shares
|
$294,769
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
7,188
shares
|
$294,564
0.01% of portfolio
|
Q1 2023
Added 14.04%
|
|
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
Apr 23, 2025 Q1 2025 |
7,149
shares
|
$292,966
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
7,141
shares
|
$292,638
0.14% of portfolio
|
Q1 2025
Reduced 47.27%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
May 06, 2025 Q1 2025 |
7,042
shares
|
$288,581
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
6,923
shares
|
$283,704
0.19% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
6,809
shares
|
$279,032
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Leeward Financial Partners, LLC
|
May 09, 2025 Q1 2025 |
6,805
shares
|
$278,868
0.11% of portfolio
|
Q4 2023
New holding
|